Leo Wealth LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Leo Wealth LLC’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.66M	Sell	6,663 -511	-7%	-$135K	0.12%	143
2025 Q4	$1.99M	Buy	+7,174	New	+$1.99M	0.14%	120
2025 Q3	–	Sell	-7,032	Closed	-$1.73M	–	345
2025 Q2	$1.73M	Buy	+7,032	New	+$1.57M	0.13%	130
2025 Q1	–	Sell	-7,585	Closed	-$1.78M	–	327
2024 Q4	$1.78M	Sell	7,585 -281	-4%	-$64.5K	0.16%	111
2024 Q3	$1.73M	Sell	7,866 -6,133	-44%	-$1.31M	0.16%	104
2024 Q2	$3.03M	Sell	13,999 -2,169	-13%	-$432K	0.31%	61
2024 Q1	$3.16M	Sell	16,168 -105	-0.6%	-$19.6K	0.32%	55
2023 Q4	$3.1M	Buy	+16,273	New	+$2.67M	0.32%	55

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Leo Wealth LLC's IWY Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.1% in Q1 2026, selling an estimated $135K and leaving 6,663 shares worth $1.66M. The position accounts for 0.12% of the portfolio, ranked #143.

Leo Wealth LLC first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.16M in Q1 2024. 642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Leo Wealth LLC held 6,663 shares of iShares Russell Top 200 Growth ETF worth $1.66M as of Q1 2026.
Leo Wealth LLC sold 511 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $135K.
iShares Russell Top 200 Growth ETF made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #143 holding.
Leo Wealth LLC first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Leo Wealth LLC's iShares Russell Top 200 Growth ETF position peaked at $3.16M in Q1 2024.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.